Unclaimed Profile

Marcus Clinton Shaffer

ALLOS INVESTMENT ADVISORS, LLC·OVERLAND PARK, Kansas

Clean recordALLOS INVESTMENT ADVISORS, LLC

12980 FOSTER STREET, OVERLAND PARK, KS 66213CRD# 4777059Firm CRD# 155541

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marcus Clinton Shaffer · OVERLAND PARK, KS

Registration

CRD #4777059 · ALLOS INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marcus Clinton Shaffer is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with ALLOS INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ALLOS INVESTMENT ADVISORS, LLC

AUM

$51M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALLOS INVESTMENT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4777059

Firm CRD# 155541

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Frequently Asked Questions

What services does Marcus Clinton Shaffer offer?

Marcus Clinton Shaffer specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Marcus Clinton Shaffer's credentials?

Marcus Clinton Shaffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marcus Clinton Shaffer located?

Marcus Clinton Shaffer is based in OVERLAND PARK, Kansas, working with ALLOS INVESTMENT ADVISORS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Marcus Clinton Shaffer charge for services?

Marcus Clinton Shaffer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLOS INVESTMENT ADVISORS, LLC?

ALLOS INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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